Monthly Archives - October 2017

Critical assessment of Alternative investment rule – 2015

There are a number of grounds upon which this ‘Alternative Investment Rule -2015’ can be critically assessed. ‘Alternative investment’ – it is one of the four broader asset classes where portfolio investors can vest their fund. The alternative investment covers private equity investment, venture capital investment, impact fund investment, real estate, hedge fund investment, gold, minerals, forestry and so many other investments with some common characteristics – low liquidity, ambiguous valuation and higher return. Quite surprisingly, alternative investment rule [...]

An Eligible Investor’s Guide to Indirect Investment Vehicles

Eligible investors (EIs) or the angel investors have different choices regarding indirect investment vehicles. Indirect investment vehicles do require some transaction fees and annual management fees, but it provides professional portfolio management services at the cheapest possible price. EIs do not think about the day-to-day movements of underlying assets under the indirect investment vehicles). But investors’ separate tax treatment will not be allowed under the indirect investment vehicles and even more importantly investors lose their discretion over the fund [...]

Characterizing Major Merger Waves

Firstly, I will be talking about the merger and acquisition history of United States of America and secondly I will focus on the major merger waves that kind of propelled and excelled under the regulatory set-up (so, I am assuming that most of the mergers during the 19th century were forceful and executed without taking care of consumer surplus considerations).   The first merger wave took place during 1897 to 1904. Firms merged in order to form monopolies (monopoly is created [...]